Michael
Douglas

Stifel, Nicolaus & Company, Inc

CRD#2561129
Investment Advisor
in Pensacola, FL

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About this Advisor

Michael Douglas is a certified financial planner operating in Pensacola, Florida who has 14 years of industry experience. Douglas is an employee of Stifel, Nicolaus & Company, Inc. The advisor has gained experience at Douglas & Associates (Part Time), Pensacola Civic Center (Part Time), Ubs Financial Services Inc and Stifel, Nicolaus & Company, Inc. Douglas maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Texas. Stifel, Nicolaus & Company, Inc is a firm that has its headquarters in Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 people on staff. It controls $133 billion in assets across its 334,814 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 1,312 charities and foundations. Of its 334,814 customer accounts, 24% are held by high-net-worth clients who have at least $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on the services offered. Fees billed by Stifel, Nicolaus & Company, Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

25 West Cedar Street
Pensacola, FL 32502

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

FL Average: $11,469,110,461
Total Number of Employees

6,729

FL Average: 458
Total Number of Accounts

334,814

FL Average: 33,415
Average Account Size

$395,894

FL Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Douglas Work History

Michael has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Stifel, Nicolaus & Company, Inc

2008 - Present (16 years)

Ubs Financial Services Inc

1992 - Present (32 years)

Pensacola Civic Center (Part Time)

1987 - Present (37 years)

Douglas & Associates (Part Time)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Douglas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Andrew Pagoulatos
Succasunna, NJ
Kyle Miller
Omaha, NE
Jeffery Burrus
Austin, TX
David Barker
Boston, MA
David Holz
Boca Raton, FL
Christopher Daughtry
Wilmington, NC
Howard Margolis
Southfield, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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